How to choose a planner

iStock 000019746424 MediumWhy choose a Planner? A financial planner will help you to identify what is important to you and strategise with you on the best methods to increase your wealth, put the strategies into plan and implement the action. Most importantly, they make it happen!

It is essential that your licensed financial advisor will provide you with a Financial Services Guide (this highlight should when clicked on take you to our current FSG), when you first meet with your Planner. 

Once your Planner has met with you, our advice will be provided to you via a Statement of Advice (SOA) together with any Product Disclosure documents that may be relevant.

Your FTS planner is always happy to listen and assist where possible.

The Financial Planning Association of Australia (FPA) has a booklet "what to ask your adviser".